Technology > Task Manager
Stay on Track with Smart Task Management
Create, track, and approve tasks directly in QDS, with automatic Outlook sync to keep your team aligned and deadlines met.
Track Task Status and Send Reminders
Easily monitor each task’s progress with real-time status updates and send automated reminders for overdue items to keep your team on schedule.
Filter Tasks by Teams, Calendars, and Individuals
Quickly locate what matters most by filtering tasks across business areas, fiscal calendars, assignees, and more. Bringing structure and focus to your workflow.
Link Reports, Documents, and Notes
Access or attach related reports, documents, and notes directly within each task to keep context clear and all supporting materials in one place.
Monitor Changes in the Activity Panel
Stay informed with a detailed activity log that tracks edits, updates, and approvals. Offering full visibility into every change made.
Export Task Lists to Excel
Easily export task data for reporting, sharing, or offline review, ensuring your operational oversight extends beyond the platform when needed.
AI-Powered Contract Management
for Investment Firms &
Financial Institutions
Phone: (646) 688-3626
Products
Technology
Social Profiles
